Migrating from Service Fusion to FieldEdge

Why you might make this switch

Want FieldEdge's real-time, two-way QuickBooks integration (as FieldEdge markets it) and HVAC, plumbing and electrical workflows. What our data says about the two tools:

• FieldEdge is listed as best for: HVAC, plumbing and electrical contractors who run QuickBooks and want service agreements and flat-rate pricing.
• Service Fusion's listed weaknesses: Higher entry price than per-seat plans for small teams; inventory, job costing and integrated voice start on Plus; GPS tracking and some document features are add-ons; no free trial listed.

Features listed for FieldEdge but not for Service Fusion

Our feature lists are not exhaustive and name features differently between tools, so check each one on the vendor's site.

• quickbooks integration
• mobile app
• agreements
• flat rate pricing
• kpi dashboards
• performance pay

Features listed for Service Fusion but not for FieldEdge

• scheduling
• invoicing
• gps tracking
• voip phone
• esignature
• inventory
• unlimited users

Cost-of-switch analysis

Three cost components when migrating from Service Fusion to FieldEdge:

• Software-cost change: FieldEdge publishes no price, so compare your current bill with a written quote at your team size.
• Implementation fees: FieldEdge publishes no price or setup fee, so ask for the implementation fee in the same written quote.
• Staff time: setup, data checks and training take time from office staff and techs. We have no measured figure for it; the cost-of-switch calculator adds it from stated assumptions that you can scale to your own hours and wages.

Migration steps, in order

We have no measured durations for these steps; ask FieldEdge for a written onboarding plan with dates.

1. Set up FieldEdge

Configure company settings, users and permissions, and your price book if you use one. Get this right before you import anything.

2. Import your data

Export your customer list and active jobs from Service Fusion and import them into FieldEdge. Check a sample of customers and jobs against Service Fusion. Check recurring service agreements one by one, and ask FieldEdge whether its import carries them over.

3. Train the team and run both systems

Train dispatchers and office staff first, then field techs. While both systems run, enter new jobs in FieldEdge and complete jobs already booked in Service Fusion.

4. Cut over

Stop entering new data in Service Fusion. Export all historical data before you cancel, then cancel the Service Fusion subscription.

5. After the switch

Set up the automations and reports you planned to use in FieldEdge, and check them against the reasons you switched.

Data export checklist (before cancelling Service Fusion)

Export everything from Service Fusion before you cancel, and ask Service Fusion how long you keep access afterwards. Your checklist:

• Customer records: full export with names, addresses, contact info, custom fields, service notes
• Active job data: open work orders, scheduled appointments, recurring service agreements
• Historical invoices: as many years as your accountant needs for tax and audit records
• Payment records: past payments and outstanding balances
• Photo and document attachments: job site photos, signed agreements, equipment photos
• Price book / service catalog: your service offerings with their prices
• Membership/maintenance plan data: recurring billing setups, plan tiers, member status
• Integration configurations: screenshot or write down your QuickBooks sync, payment setup and Zapier workflows so you can re-create them
• User accounts and permissions: list of staff with their role assignments
• Reports and saved views: note custom dashboards or reports you'll need to rebuild

Integration checklist

From the integrations our data lists for each tool. The lists are not exhaustive, so confirm each one with the vendor.

Listed for both tools (you will still need to connect each one to FieldEdge and check how it syncs):

• quickbooks online
• quickbooks desktop

Listed for Service Fusion but not for FieldEdge:

• acorn finance: ask FieldEdge whether it connects, or plan the workflow without it.

Migration pitfalls to plan for

• Cancelling Service Fusion too early. Don't cancel until you've checked the exported data and FieldEdge is running your daily work. Keep both subscriptions while they overlap.
• Trusting an imported price book unchecked. If you use a price book, check every imported item and price in FieldEdge, or rebuild it there, before you send quotes from it.
• Forgetting custom workflows. If your office built custom workflows or automations in Service Fusion (dispatch rules, email templates, automated billing), list every one and ask FieldEdge how to rebuild each before cutover.
• Skipping the team. Have the team members least comfortable with software try FieldEdge before you sign. Train a few willing people first and have them help the rest.
• Switching in your busiest months. Setup, data checks and training take office time you need for customers when demand peaks.
• Not budgeting for the overlap. While both tools run, you keep paying for Service Fusion: $208/mo at its starting price, or more on a higher plan.

Things to verify BEFORE you sign the new contract

• Data export from Service Fusion. Confirm you can export customers, jobs and invoices in a format FieldEdge can import.
• QuickBooks integration. If you keep your books in QuickBooks, check that FieldEdge supports your version (Online or Desktop) and the sync direction you need. Our data lists quickbooks desktop and quickbooks online for FieldEdge.
• Cancellation terms on Service Fusion. Check your contract for a minimum term or annual commitment and the notice period.
• Implementation cost on FieldEdge. Ask for the setup or onboarding fee in writing.
• Team adoption. Have the team members least comfortable with software try FieldEdge before you sign.

When to hold off

• You're in your busiest months. Setup and training compete with customer work.
• Your current pain is a single missing feature that the new tool also doesn't solve. Verify the feature gap closes before signing.
• Your team adopted Service Fusion recently. Another change soon after can wear on a team; make sure the move is worth it.